Insights from Fidelity's portfolio managers

I’m eyeing a shifting trend in the U.S. dollar

For some time now, the strength of the U.S. dollar has been a formidable headwind for international equities, but Fidelity’s Sam Polyak believes an end to the greenback’s recent reign may on the horizon.

Farmers turn to high-tech tools to grow profitability

As agriculture companies seek to meet increasing demand for food amid global population gains, farmers are adopting cutting-edge technology to become more efficient, according to Fidelity’s David Wagner.

Finding a silver lining in "mispriced" growth stocks

The combination of a stock market sell-off in 2022 and concern about a looming recession has yielded some compelling investment opportunities, according to Fidelity’s Dan Kelley.

An unwavering focus on high-quality, consistent growers

Although value stocks handily outperformed growth in 2022, Fidelity’s Bill Bower remains in favor of companies with strong earnings growth.

Interpreting the disruptive power of AI

Artificial intelligence-based technology that seemingly pushes traditional limitations of human-like abilities has arrived, but this advancement is only the beginning, according to Fidelity’s Chris Lin.

Riding the rails to stay ahead of inflation

Amid elevated inflationary pressures, Fidelity's Sammy Simnegar sees opportunity in Canadian railroad stocks.

A quality upgrade just makes sense

When facing a tough economic backdrop, or even a recession, quality can serve as a first line of defense, contends Fidelity’s David Jenkins.

Emerging markets a key growth driver in consumer staples

Many emerging-market countries have a substantial percentage of their population that doesn’t use staples products, such as toothpaste and paper products, as frequently as consumers in the developed world.

Gearing up for a surge in renewable power production

Fidelity’s Douglas Simmons says electric utilities are likely to boost spending on the production of renewable energy, such as solar and wind, to power their earnings growth.

Energy stocks are hardly gassed, even after a two-year run

High prices and strong demand for oil have driven energy stocks for two years, but the sector is still not running on empty, says Fidelity’s Matt Fruhan.

Riding an expected surge in demand for energy services

Fidelity’s Maurice FitzMaurice believes demand for energy services may be poised to surge, given the need for capital investment to boost the world’s production of oil.

I’m eyeing a shifting trend in the U.S. dollar

The megatrend that is planet earth

As the impact of climate change becomes more real every day, so does the opportunity to invest in companies offering meaningful solutions, says Fidelity’s Asher Anolic.

Why I view Saudi Arabia as a land of opportunity

Fidelity’s John Dance is capitalizing on rapid social, cultural, and economic reform that he believes could benefit stocks in Saudi Arabia.

Chip stocks set to ride demand wave

Fidelity’s Adam Benjamin says lower stock valuations and long-term growth potential for infrastructure, enterprise end-markets, and longer-lead-time markets, such as 5G wireless, cloud/data centers and automobiles, represent a compelling opportunity in semiconductor stocks.

Insights from Fidelity's Portfolio Managers

I’m eyeing a shifting trend in the U.S. dollar

Farmers turn to high-tech tools to grow profitability

Finding a silver lining in "mispriced" growth stocks

An unwavering focus on high-quality, consistent growers

Interpreting the disruptive power of AI

Riding the rails to stay ahead of inflation

A quality upgrade just makes sense

Emerging markets a key growth driver in consumer staples

Gearing up for a surge in renewable power production

Energy stocks are hardly gassed, even after a two-year run

Riding an expected surge in demand for energy services

I’m eyeing a shifting trend in the U.S. dollar

The megatrend that is planet earth

Why I view Saudi Arabia as a land of opportunity

Chip stocks set to ride demand wave

Mispriced founder-involved companies positioned to rebound

So, do we have a deal or not?

Bond yields have risen…and so has my optimism

Municipal bond issuers are fiscally prepared for economic weakness

Doubling down on valuation amid elevated uncertainty

Insights from Fidelity's Portfolio Managers

Subscribe to Fidelity Viewpoints®

Looking for more ideas and insights?

Thanks for subscribing!

We're on our way, but not quite there yet

Oh, hello again!

Thanks for subscribing to Looking for more ideas and insights? You might like these too:

Looking for more ideas and insights? You might like these too:

Fidelity Viewpoints®

Fidelity Smart Money℠

Active Investor

Insights from Fidelity Wealth Management℠

Women Talk Money

Educational Webinars and Events

Subscribe to Fidelity Viewpoints^®

Thanks for subscribing to
Looking for more ideas and insights?
You might like these too:

Fidelity Viewpoints^®